The dpivision.com Ltd Weblog

We are pleased to announce a new estimates feature for www.cannybill.com.

From your admin -> settings -> invoice settings -> you can enable the estimates feature.

Now the estimates feature has been activated you can now go ahead and create your 1st estimate. Simple go to the admin -> invoices tab -> and click on create new invoice.

Now instead of selecting the invoice option, select estimate from the drop down menu and enter all the required information such as the description and price.

That’s it, you’re all done, your 1st estimate has been created and you can now sent it to your customer with an optional PDF version attached.

Under the admin -> invoices tab -> you can switch between looking at all your invoices or estimates you have created.

We are please to announce a new ‘Customer Notes’ feature for www.cannybill.com.

Customer notes enable you to add notes against a customer when for example they call you up or you want to save some information relating to their account.

Admin -> Settings -> Invoice Settings

From here you can turn the customer notes feature on or off.

Admin -> Customers -> View Customer Details

From the main customer details page you can see how many notes have been created and also create a new note.

Admin -> Customers -> View Customer Details -> Add Customer Note

From this page you can write or edit your customer notes.

We are please to announce to some great new little features for www.cannybill.com.

Invoice prefix and start number

Admin -> Settings -> Invoice Settings

You can now specify a prefix for an invoice such as letters and also what the number your sequence of invoices should start on.

Specify the return URL for an order form

Admin -> Settings -> Invoice Settings

Previously when a customer bought a package from a web based order form, the Return to website link which they got on the receipt page would just bring you back to the start of the order form. Well now you can specify where that return link should go to.

Sale & Pre-Auth – PSIGate

Admin -> Settings -> Payment Gateways -> PSIGate

We have added two new settings for PSIGate.

Sale
Chargetype = 0 (Sale) charges the credit card immediately. This is used when you authorize and confirm the shipment of products electronically. Otherwise, credit card Companies require that you pre-authorize (reserve the funds) on the credit card until the product(s) has been shipped.

Preauthorization
Chargetype = 1 (Preauth – Default) reserves the funds on a credit card. This flag should be used when selling goods that must be physically shipped (hardgoods). Credit card networks reserve the funds for varying amounts of time, ranging from three days to several months.